GIM
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Goelzer Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Goelzer Investment Management’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-4,807
Closed -$228K – 196
2015
Q1 		$228K Hold
4,807
– – 0.03% 187
2014
Q4 		$222K Sell
4,807
-533
-10% -$24.5K 0.03% 190
2014
Q3 		$243K Sell
5,340
-425
-7% -$19.8K 0.04% 185
2014
Q2 		$272K Sell
5,765
-850
-13% -$39K 0.05% 177
2014
Q1 		$300K Sell
6,615
-500
-7% -$22.2K 0.05% 169
2013
Q4 		$317K Hold
7,115
– – 0.06% 171
2013
Q3 		$299K Sell
7,115
-7,115
-50% -$294K 0.06% 163
2013
Q2 		$569K Buy
+14,230
New +$574K 0.06% 164

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return